Wealth Portal by Elite Wealth 4‏+

Name: Wealth Portal by Elite Wealth
Author: Elite Wealth

Elite Wealth

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צילומי מסך של iPhone

תיאור

Elite Wealth is a software solutions company and provides a service to Financial Advisors.

The web-based software enables an advisor to manage their practice and includes Client Management, consolidated Portfolio views, Business Process Management and integrated Financial Planning modules.

Investment and Risk product data from various product providers are consolidated onto one platform, providing a consolidated view and state of the art client reporting as well as valuable Management Information.

This mobile application provides an easy way for Elite Wealth customers to view their data, in the palm of their hands, and is a complimentary tool to an already existing product.

12 ביולי 2024

גירסה 1.5.0

General Improvements

החברה המפתחת, Elite Wealth, ציינה שנוהלי הפרטיות של היישום עשויים לכלול טיפול בנתונים כפי שמתואר בהמשך.לקבלת מידע נוסף, ניתן לעיין בעמוד מדיניות הפרטיות של המפתח.